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Votes
16
Auto Fill once you put in the zip code for City and State for SAGE CRM
SAGE CRM needs to have the same auto fill feature MAS 200 currently has when you enter in the customers zip code the city and state auto fill. Great time saver, but this ...by: Mike A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
Look up cutomer information by customer number or name.
In customer maitenance, be able to look up cutomer information by customer number or name.by: Beverly D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
14
I need the sales year to date and sales prior year columns back in ...
in AR\customer inquiry\search, customize view, pick & choose the fields that best suit my needs for calling customers that havent used us in the past year. this feature ...by: mary j. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Please provide an auto character counter when entering support tickets ...
When entering a question it indicates there is a letter limit, however you literally have to count each letter as you type it in as there is no indicator other than it ...by: Cathy K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
Allow the user to designate the sales order number rather than have it ...
When creating a quote or an order within SageCRM, it is currently impossible to designate the sales Order Number rather it autopopulates the next Automatic Sales Order ...by: Doug G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
MAS90 and 200 Small Business Server
Support Small Business Server for EES.by: John R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Customer Memo: allow them to transfer when creating new account by ...
We create accounts by the department that sells, services or rents to the customer so sometimes there are 3 accounts for same customer. It would be nice to have the ...by: Christine S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
Create a data base portion for the MAS 90. We are heating/air ...
The programs offered for our industry just can't compete with the MAS 90 for the accounting portion. It would be great if I can merge a data base type program with the ...by: Gina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
customer change in AR Invoice Entry
When you have a miscellaneous customer code setup, when you are in invoice data entry and you click the "customer button" and change the name of the customer, then click ...by: Catherine H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
5
Be able to search and bring results up in grid form.
Adding data to new field, need ability to filter "Null" to bring up all acoounts missing data in a particular field instead of viewing one customer account at a time. ...by: Jim C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
When creating a sales order from CRM using the copy from order ...
Currently when you create a sales order from SageCRM and you use the Copy From feaure and copy from the sales order, only the lines information is copied and none of the ...by: Greg H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Documents created in CRM cannot currently be emailed from the CRM ...
I find this very strange for a customer communication program to not offer a way to communicate documents to customers. Please give me the ability to email forms and ...by: Andrea J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
65
Email invoice directly from AR/SO
There should be a "Email" button when viewing invoices where you could resend a copy of an invoice/PO/SO, etc.by: Lynette S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
11
AR Invoice History address s/b retained
A/R Invoices do not retain Billing and Shipping address info in A/R Invoice History Header though S/O invoices keep that detail. Thus you can't run a report by state, ...by: Julie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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